Search for Personal Expense Credit Card Files

Use the Import tab under the Personal Expense Credit Card submodule to search for personal expense credit card files.

To use the Personal Expense Credit Card Import submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To search for a personal expense credit card file:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the personal expense credit card file that you are looking for.
3. In the left pane of the Finance & Administration screen, click Export, Import & Maintenance > Personal Expense Credit Card Import.
4. Click the Import tab and on the grid toolbar, use the Search grid field to enter a keyword associated with the personal expense credit card file.